Link Go Getter with BoCount Dynamics

How to link Go Getter with BoCount Dynamics

In the article below, we will focus on how to link Go Getter with BoCount Dynamics.

What do you need to successfully use this integration:

The name of the accounting package used by your accountant
The frequency at which the invoices should be sent
The e-mail address the invoices should be sent to

Establish the connection:

Log in to the admin panel and go to the "Integrations" tab.
Navigate to UBL and select "Configure".

On the next page, enter a start date (all invoices from this date onwards will be exported).
In the second field, you select the UBL version supported by your accountant's software.

The UBL version is contingent upon the version supported by the accounting program that reads the UBLs. When in doubt, consult with either the accounting software manufacturer or your accountant.

Select "Next".

On the next page, you can choose between manual or automatic export, we opt for automatic export.

By choosing the automatic option, you can ensure that your accountant receives invoices regularly without requiring any further action from your end.

Adjust the frequency of exports. This can be daily, weekly or monthly.
If you choose weekly or monthly, you can also specify the day on which the export should take place.

Most customers prefer scheduling a monthly export a few days into the new month, allowing for a comprehensive review by both you and your accountant.

It is important to note that filing VAT returns on a monthly basis is required, with a deadline on the 16th. To ensure adequate preparation time for your accountant, we recommend exporting data on the 5th day of the following month. Don't forget to select only the previous month's invoices before sending.

After adjusting the settings, select "Next".
Finally, fill in the e-mail address the invoices should be sent to.
Select "Save".

If you have followed the steps correctly, your outbound invoices will now be automatically delivered to your accountant.

After completion of the preceding steps, you will receive the following e-mail in your mailbox.
Click on "Download" to download the UBL files in zip format.

Open the file in order to extract the documents.

Efficiently streamline the UBL storage process for BoCount Dynamics by correctly placing the files from the ZIP archive on your computer.

How to extract a zip file?

Import UBL files into BoCount Dynamics:

Import documents:

As an accountant utilizing BoCount Dynamics, you have the ability to seamlessly import electronic invoices from your clients into the platform.
During the import process, the xml file you have received will be seamlessly transferred to a table in the BoCount Dynamics database. Simply navigate to the "Ready to Import" section to locate the file.
At this moment, the file is not yet available in the system of BoCount Dynamics. In order to complete this process, select "Import files". The documents are now imported one by one.

"Files containing errors" enclose documents that could not be processed correctly. These files need to be checked.

When importing, various actions are performed, such as automatic splitting or merging of documents. Additionally, the system tries to identify the accurate source and apply an initial recognition, if feasible.

Process documents:

After successful completion of the import, the files will be stored in the Archive folder in the section "Ready to process". Here you will also find all documents that have already been registered.
Select "Ready to process". A list containing all documents will now be opened.
On the following page, all unprocessed documents are displayed.
Located on the upper left corner is a tab featuring a comprehensive catalog of unprocessed documents. Upon selection, the chosen document's header is showcased below. Scrolling down to the bottom of the page, you can view any comments pertaining to the selected document.
On the right-hand side of the page, a visual display of the chosen document is available. This screen enables the initiation of checks on the initial supplier document, as well as any subsequent documents received from the same supplier.
A document list, as mentioned above, contains the following columns by default:

Note that there are no available screenshots in English of the above software package.